Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Miller is an investment advisor representative at Riversedge Advisors. Kristen has over 12 years of experience in the financial services industry. Kristen has been registered with the Securities and Exchange Commission since 2009. Kristen is a Series 66 and Series 7 licensed representative. Kristen is also a Series 63 licensed representative. Kristen's areas of expertise include financial planning, portfolio management, and retirement planning. Kristen is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
DE
09/12/2023 - Present
Riversedge Advisors (WILMINGTON DE)
DE
07/20/2022 - 07/25/2023
WELLS FARGO CLEARING SERVICES, LLC (NEWARK DE)
DE
04/23/2021 - 04/23/2022
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
02/14/2011 - 07/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
DE
10/05/2009 - 02/01/2011
AMERIPRISE FINANCIAL SERVICES, INC. (WILMINGTON DE)
DE
05/07/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (WILMINGTON DE)
DE
03/30/2009 - 04/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
BOTH
Issued 02/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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